Householder Group Estate & Retirement Specialist’s Schrodinger SDGR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-301
| Closed | -$5K | – | 1091 |
|
2024
Q3 | $5K | Hold |
301
| – | – | ﹤0.01% | 941 |
|
2024
Q2 | $5K | Hold |
301
| – | – | ﹤0.01% | 940 |
|
2024
Q1 | $8.13K | Hold |
301
| – | – | ﹤0.01% | 855 |
|
2023
Q4 | $10K | Hold |
301
| – | – | ﹤0.01% | 770 |
|
2023
Q3 | $8.51K | Buy |
+301
| New | +$8.51K | ﹤0.01% | 830 |
|
2023
Q1 | $8K | Hold |
301
| – | – | ﹤0.01% | 862 |
|
2022
Q4 | $5K | Hold |
301
| – | – | 0.01% | 277 |
|
2022
Q3 | $7K | Buy |
+301
| New | +$7K | ﹤0.01% | 817 |
|